Add/View/Delete Client Documents

The following steps add Client Documents. Another way to add/view client documents is from the Client Profile (CRM > Clients > View Client > Search for Client > Documents Tab > Click on "+")

Add Client Documents

1. From Main Menu, navigate to CRM > Client Documents > Add Client Documents

2. Select Client

3. Select Document Type (Recommended)

4. Click or Drop files to Upload

5. Select Upload Documents

View Client Documents

1. From Main Menu, navigate to CRM > Client Documents >View Documents

2. You can Use the Search Bars in the Top of the Page to Search the Client you are looking for.

3. Here you can View the attachment  and Delete a Document .

To review these deleted documents, and see the reason they were removed, we can generate a dynamic report. To do this, select Compliance and Audit as the Category and then "Archived Document Report" as the report type. You can now enter the fields and filters you want.